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Espey Mfg & Electronics Corp

17 hedge funds and large institutions have $9.65M invested in Espey Mfg & Electronics Corp in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

5.38% less ownership

Funds ownership: 22.38%16.99% (-5.4%)

19% less capital invested

Capital invested by funds: $11.9M → $9.65M (-$2.29M)

26% less funds holding

Funds holding: 2317 (-6)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
17
Holders Change
-6
Holders Change %
-26.09%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
3
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.35M +$208K +9,201 +7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.54M +$14.5K +639 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$910K +$2.49K +110 +0.3%
MDCM
4
Morgan Dempsey Capital Management
Wisconsin
$532K -$37.4K -1,655 -7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$441K
Northern Trust
6
Northern Trust
Illinois
$434K +$4.23K +187 +1%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$408K
US Bancorp
8
US Bancorp
Minnesota
$379K -$5.56K -246 -2%
BCM
9
Bridgeway Capital Management
Texas
$256K
Deutsche Bank
10
Deutsche Bank
Germany
$206K +$103K +4,535 +111%
Morgan Stanley
11
Morgan Stanley
New York
$95K -$11.4K -504 -11%
ATC
12
Adirondack Trust Company
New York
$42K
BlackRock
13
BlackRock
New York
$22K
MWM
14
MinichMacGregor Wealth Management
New York
$20K
CAC
15
Certified Advisory Corp
Florida
$7K +$6.79K +300 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$5K +$4.52K +200 New
AF
17
Allworth Financial
California
$2K
Wellington Management Group
18
Wellington Management Group
Massachusetts
-$3.06M -136,130 Closed
UBS Group
19
UBS Group
Switzerland
-$40K -1,807 Closed
FWM
20
Focused Wealth Management
New York
-$18K -800 Closed
MWM
21
Mascoma Wealth Management
New Hampshire
-$16K -700 Closed
FPS
22
Fieldpoint Private Securities
Connecticut
-$13K -571 Closed
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7K -333 Closed
Wells Fargo
24
Wells Fargo
California
-$23 -1 Closed

ESP Hedge Fund Activity: Q4 2017 in Review

17 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q4 2017, worth a combined $9.65M — down 19% from $11.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ESP and 2 opened new positions — a net loss of 6 holders — while 3 trimmed existing stakes and 5 added.

The largest buyer was Renaissance Technologies, adding an estimated $208K. The largest seller was Wellington Management Group, exiting entirely with an estimated $3.06M sold.

  • 17 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q4 2017, down from 23 in Q3 2017.
  • Funds reported $9.65M of Espey Mfg & Electronics Corp stock for Q4 2017, down 19% quarter-over-quarter.
  • 2 funds opened new Espey Mfg & Electronics Corp positions in Q4 2017 and 8 closed out, a net change of -6 holders.
  • The largest Espey Mfg & Electronics Corp buyer in Q4 2017 was Renaissance Technologies, an estimated $208K added.
  • The largest Espey Mfg & Electronics Corp seller in Q4 2017 was Wellington Management Group, an estimated $3.06M sold.

Based on aggregated 13F filings for Q4 2017.